Baldwin Brothers Selects SS&C’s Global Wealth Platform

Baldwin Brothers, a US-based financial advisory firm, has chosen to use SS&C Technologies’ wealth and management platform in order to accommodate the $1 billion of assets it manages.

The SS&C Global Wealth Platform (GWP) includes performance measurement and composite reporting, and will integrate the complete client management and portfolio management value chain.

“Now that our entire wealth management operations will be managed from a single integrated platform, we can retire our disparate systems, enabling superior customer relationship servicing and positioning us for future growth,” says Taylor Baldwin, director of operations, Baldwin Brothers.

The platform also covers requirements such as high quality client statements and web-based portal, portfolio modelling, rebalancing, performance attribution, and risk management.

“We are equally pleased with the momentum that GWP is building around the globe as we add another customer to our blue-chip customer list,” adds Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies.